Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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Second marriages are a trigger event to revisit any existing estate strategies.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A letter of instruction provides additional and more personal information regarding your estate.
This article will help your clients with blended families think and prepare their estate strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Planning for a child with special needs can be complicated, confusing, and even overwhelming.